Estate Planning Strategies: Advanced Techniques and Tools (C69554)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

12/16/2025

Registration Open:

12:00 AM - 9:00 AM

Time:

9:00 AM - 5:00 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Intermediate

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Analyze recent changes in the Internal Revenue Code relevant to estate planning.
  • Evaluate strategies for tax-efficient wealth transfers and asset protection.
  • Determine the requirements and benefits of charitable deduction strategies.
  • Assess the tax implications of charitable contributions in estate planning.
  • Develop tax-saving strategies using closely held stock and split-interest trusts.
  • Explain the generation-skipping transfer tax and its planning applications.
  • Identify opportunities to incorporate life insurance into estate plans to optimize tax outcomes where life insurance can be strategically employed in estate planning and discuss its advantages.

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Speaker(s)

Prerequisites

Moderate experience in estate planning